Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323B
AUM Growth
+$22.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,058
New
Increased
Reduced
Closed

Top Buys

1 +$477M
2 +$356M
3 +$339M
4
BDX icon
Becton Dickinson
BDX
+$315M
5
KO icon
Coca-Cola
KO
+$268M

Sector Composition

1 Technology 23.8%
2 Financials 11.74%
3 Healthcare 10.8%
4 Consumer Discretionary 8.84%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$1.15M ﹤0.01%
17,956
-3,533
3102
$1.15M ﹤0.01%
17,058
-74
3103
$1.15M ﹤0.01%
1,654
+1,133
3104
$1.15M ﹤0.01%
47,156
-1,688
3105
$1.15M ﹤0.01%
84,061
-4,232
3106
$1.15M ﹤0.01%
17,771
-4,897
3107
$1.15M ﹤0.01%
18,717
+4,006
3108
$1.14M ﹤0.01%
35,206
+17,887
3109
$1.14M ﹤0.01%
70,802
+161
3110
$1.13M ﹤0.01%
24,427
-37,828
3111
$1.13M ﹤0.01%
73,772
+9,903
3112
$1.13M ﹤0.01%
20,954
-1,064
3113
$1.13M ﹤0.01%
13,970
-10,646
3114
$1.13M ﹤0.01%
55,625
+4,509
3115
$1.13M ﹤0.01%
42,968
-173
3116
$1.13M ﹤0.01%
72,348
-85,170
3117
$1.13M ﹤0.01%
31,407
+14,854
3118
$1.12M ﹤0.01%
+55,242
3119
$1.12M ﹤0.01%
39,369
3120
$1.12M ﹤0.01%
51,693
-40,163
3121
$1.12M ﹤0.01%
99,315
+88,136
3122
$1.12M ﹤0.01%
82,357
-1,006
3123
$1.11M ﹤0.01%
71,999
-15,619
3124
$1.11M ﹤0.01%
35,753
+19,245
3125
$1.11M ﹤0.01%
18,524
-84,017